You can send emails directly to political targets by setting up a broadcast in the Political module.
Creating a new broadcast
To do this, go to the Legacy tools > Political, and then broadcast > Create an email, and click “New broadcast message”. Give it a reference name (this is for your own purposes) and choose to create it from scratch, upload an HTML file, or from a template. If you want to create it from a template, make sure you have set one up already via broadcast > Create template. The political tool does not share your templates created in the supporter email campaign tools.
You will now be able to write and edit the broadcast. The usual editing tools are available, along with some special tools available on the bottom toolbar:
|Insert campaign link
This inserts a link to one of your Engaging Networks campaigns or donation pages. Links inserted in this way are tracked in the reporting.
|Insert static link
This inserts a link to a non-Engaging Networks campaign page, for example your website. Links inserted in this way are tracked in the reporting.
|Insert unsubscribe link
If your political targets are subscribed, you can allow them to opt-out this way.
|Insert view in browser link
This inserts a link to view the email as a webpage.
|Insert user data
This inserts data taken from the database that the political target is in. This includes biographical data, for example political party.
This inserts a salutation to the target. You can set these up in “defaults > salutation”
|Not used in the political module|
This inserts a link to the issue that you want your target to comment on. For more about issues, read this page.
Once you have set up your email, click Submit to save it.
Testing your broadcast
To send a test to yourself, click the test button next to the name of your broadcast. If you wish to do a more thorough test to see how it will look to a target from the database, then contact support and they can forward you an example.
Sending your broadcast
When you are ready to send your broadcast, go to “broadcast > Send a broadcast” and click “New broadcast”.
Step 1 – complete admin screen
You will need to complete
- a name for your own reference
- select the broadcast you created earlier
- choose a “Broadcast sender” from the list
Once ready, click the Select Users button,
Step 2 – choose what to query on
After you click the Select Users button, you will be shown a screen in which you select the kinds of data you’d like to use to determine who gets your emails.
The first thing is to select the contact database you want to send to – for example “UK / English : Westminster MPs” if you wanted to email UK MPs.
Then tick one or more of the following boxes, which allow you to query on these sets of data in the next step.
- Campaigns – took part in an advocacy campaign
- Questions – have answered a question, such as an opt-in question
- Broadcasts – was sent a previously sent political broadcast
- Contact Data – filter on the targets’ data, for example political party or email address if you have collected that before
- Issue responses – how have they responded to any issues
Step 3 – select users
Once you click Select Users, you will be taken to a new screen in which you can apply criteria you selected in the previous step. The list in “Available” fields in the left column comes from the tables you ticked on the previous screen. Contact Data is in pink, for example.
There are three sets of two boxes – the top set is where you create the universe of all possible records. You can then filter this down in the second set of boxes, and exclude in the bottom set. Just drag the field you want to query on from left to right. If you want to email all targets (e.g. all MPs) then drag across “All users” from the top left box to the top right.
When you add the fields to the right, a pop-up asks you to add criteria to filter on. For example “Biography 8 (Party)” allows you to select only certain parties, for example Labour MPs:
If you wish to query on issues, then drag the required issue from left to right, and it is Y if they support the issue, U if they are undecided, and N if they don’t support the issue.
Step 4 – review and send
Click Review once this screen is complete, and you will be shown a summary screen. These buttons allow you check on the selected data before you are ready to send the email:
- Save query for future use
- Modify query (for example if the number returned is not correct and you have made a mistake)
- View query results with a count of targets that will be emailed
- Preview the message before sending
- See a list of the first 25 targets that will get this message
Once you are satisfied the email is ready to send, click to send the broadcast now, or to schedule broadcast for a later time.
Once your broadcast has been sent, you can go to broadcast > Reporting to see how effective it has been. You will get a list of sent broadcasts, which you can click to see the date they were sent, the number that were sent, along with an open rate, click through rate, a response rate and unsubscribe information.